If you read last week’s newsletter, you know that I was in Las Vegas, delivering a talk to financial advisors. While the talk went well, and I made a lot …
What Happens In Vegas…
As you’re reading this, I’m in Las Vegas giving a talk to a conference for financial advisors and insurance agents. While I don’t love traveling without my family, and wouldn’t …
Pension Income or Pension Lump Sum?
An expert that I greatly respect in the financial planning industry recently published an article describing how to evaluate whether to choose a pension income option or a pension lump …
Math Or Emotion? It’s Debatable.
A great debate is underway, whether you’re aware of it or not. The subject is artificial intelligence, or AI for short. AI is the intelligence exhibited by machines or software …
I Hate Annuities And You Should Too…
…is a wonderful headline if your goal is to attract the attention of people who either own annuities or are considering using annuities in their retirement income plan. If you …
Retire in 1991 – Why Timing is Everything.
Do you know one of those people who seem to hit every green light on the boulevard of life? Everything they touch seems to work out exceedingly well? If so, …
Greece Is the Word
Long before John Travolta badly botched Idina Menzel’s name at the Oscars (“Adele Dazeem!” – see it here), he had imbedded himself in American culture with Olivia Newton-John in the …
What Is Your Enough Number?
This week I’ll share with you a very simple idea that may change your life. Yes, I said it may change your life. I recently realized that I haven’t written …
How Your 401(k) Deceives You
So much has changed in the past three or four decades when it comes to retirement. For one, there was a time when you worked at one company your entire …
Why It All Starts With Income Planning
There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of these questions are: When can I retire? How much do …
